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Trustees' Annual Report for the period
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|Period start date|Period end date|
|1|July|2022|30|June|2023|
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Section A Reference and administration details
Charity name
Isaacs House
Other names charity is known by
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|Registered charity number (if any)|1124542|
|Charity's principal address|3 Freshfield Road|
|Formby|
|LIVERPOOL|
|Postcode|L37 3JA|
|ee|
|Names of the charity trustees who manage the charity|
|Dates acted if not for whole|Name of person (or body) entitled|
|Trustee name|Office (if any)|
|year|to|appointintt|trusteerusteeustee|(if any)if any)any)ny)y)|
|1 Beth Hogg|Chair and Trustee|
|2 Julia Wignall|Trustee|
|3 Jill Sheridan|Trustee|
|4 Paul Howells|Trustee|
|5|
|6|
|7|
|8|
|9|
|10|
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Names of the charity trustees who manage the charity
Name of person (or body) entitled to appointintt trusteerusteeustee (if any)if any)any)ny)y)
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Names of the trustees for the charity, if any, (for example, any custodian trustees)
Name Dates acted if not for whole year
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Names and addresses of advisers (Optional information)
Type of adviser Name Address Not applicable
Name of chief executive or names of senior staff members (Optional information)
Not applicable
Section B Structure, governance and management
Description of the charity’s trusts
Filed with Charity Commission
Type of governing document (eg. trust deed, constitution) Trust How the charity is constituted
- (eg. trust, association, company)
Appointed by majority vote at Trustee Meeting Trustee selection methods
(eg. appointed by, elected by)
Additional governance issues (Optional information)
You may choose to include additional information, where relevant, about:
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policies and procedures adopted for the induction and training of trustees;
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the charity’s organisational structure and any wider network with which the charity works;
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relationship with any related parties;
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trustees’ consideration of major risks and the system and procedures to manage them.
Section C Objectives and activities
Objectives
Isaac’s House charity has a vision to provide a home or support for children affected by war, HIV and poverty.
Summary of the objects of the The children Isaac’s House support are vulnerable. Many have lost charity set out in its parents and have witnessed shocking acts of violence that deprive them governing document of their childhood and can blight the rest of their lives. We create safe, sustainable environments in which health, education and growth can be achieved.
Isaac’s House charity provide the children with a safe and stable place to live, regular nutritional meals, clothing, access to healthcare and
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education. Our team of Ugandan staff who care for the children, all work hard to support those vulnerable in the immediate wider community, supporting with rent, healthcare, education etc as required. Our aim is to support those in most need and our objective is to keep children with their own family wherever possible.
How we work
Isaac’s House is entirely run by volunteers and relies on their commitment and support to carry out the work of the charity. Isaac’s House has regular income generated from individuals donating monthly payments towards the costs of those we support. The charity has individuals sponsoring children and these funds pay for their education, healthcare, rent etc. The committee and other volunteers fundraise for specific projects as and when the need arises.
Trustees Report for Financial Year 2023/2024
The Committee of Isaac’s House have carried out their duties in the management of Isaac’s House charity successfully during the period 1 July 2023 to 30 June 2024.
They have overseen all charity activity, ensured the accounts have been handled in the correct manner and that all relevant business transactions have been carried out in full.
Summary of the main activities undertaken for the public benefit in relation to these objects (include within this section the statutory declaration that trustees have had regard to the guidance issued by the Charity Commission on public benefit)
At Isaac’s House we have ensured our children have grown up in a family environment whilst maintaining contact with their relatives. With the same team of staff we’ve had a safe, happy and stable environment for the children. We continue to fully comply with legislation enacted in Uganda during 2019/2020 financial year:
Ugandan Children’s Act A child should remain in institutional care only for the period of time necessary to trace family and resettle the child. All reasonable measures should be taken to help families stay together only children whose family are unable, or unwilling, to look after the child, even with appropriate support. UN Guidelines for Alternative Care Poverty is not a reason for separation: The Guidelines make clear that financial or material poverty are not conditions for separation of a child from his/her family. In line with these changes, James Dunn House of Hope was closed on 29[th] January 2020, with all children re-settled. The children returned to boarding school and the appointed social worker provided the paperwork of the resettlement plans to the officials which included details on future support and reunification packages.
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Additional details of objectives and activities (Optional information)
In line with the Ugandan legislation, the objectives of the charity have been amended.
The primary focus of the charity is now as follows:
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Continuing with the same EDUCATION plans
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Providing HEALTH care if needed
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Each school holiday supplying a FOOD package
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Topping up rent money for families needing an extra room in their HOME
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Organise FAMILY days to maintain sense of community
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Provide children with access to COMMUNICATION
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Team to continue attending SCHOOL visitations
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Appointed IH representative to visit their HOMES and FAMILY
You may choose to include further statements, where relevant, about:
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policy on grantmaking;
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policy programme related investment;
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contribution made by volunteers.
Section D Achievements and performance
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Section D Achievements and erformance p
Summary of the main achievements of the charity during the year
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Since re-homing, the Isaac’s House children have continued to flourish in a secure and stable environment.
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Our Charity founder visits Uganda around four times per year, spending time with the children and young people and ensuring their wellbeing.
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The children in education enjoy learning and work hard at their studies.
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We continue to extend support to children in the wider community, sometimes through helping their parents.
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The Isaacs House children are growing into young adults and some have now completed their education. It is the Isaacs House trustees aim to help our young people to become self sufficient so that they can provide for themselves and their dependants.
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Over the period July 2020 to June 2021, we built homes for Peace and Brian, two of our young people and their families. Ownership and responsibility for these homes now lies with Peace and Brian.
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Since Peace and Brian settled into their new homes, we have converted the existing houses that are were now empty due to the Ugandan legislation (see above) into individual homes so that each young person has their own base to live in or rent out with the objective of bringing their reliance on the charity to an end.
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During accounting period July 2022 to July 2023, working with the Ugandan locals, we have converted the existing houses into 11 apartments for 11 of the children.
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We have plans to convert the remaining IH buildings into apartments for the remaining children.
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Section E Financial review
Brief statement of the charity’s policy on reserves
Policy to establish 12 to 18 months of running cost in reserve, held in Charity bank account approved in Financial Year June 2012 to July 2013. This policy continues to be the funding target.
Details of any funds materially in deficit
None
Further financial review details (Optional information)
You may choose to include additional information, where relevant about:
- the charity’s principal sources of funds (including any fundraising);
The cash reserves have decreased over this accounting period. This is due to the Charity encouraging independence of the young people that we have been supporting.
The Charity completes cash flow forecasting to ensure sufficient funding is in place for remaining children to complete their education and for the Charity to set up apartments which will be owned by the young people to safeguard their futures.
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how expenditure has supported the key objectives of the charity;
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investment policy and objectives including any ethical investment policy adopted.
Section F Other optional information
Section G Declaration
The trustees declare that they have approved the trustees’ report above.
Signed on behalf of the charity’s trustees
Trustee Signature(s) Paul Howells Treasurer Full name(s) Julia Anne Wignall Position (eg Secretary, Chair, etc) Date 5 April 2025
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| 1124542 Isaacs House |
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|---|---|---|---|---|
| eS | Receipts andpayments accounts 01-Jul-23 30-Jun-24 To For the period from |
CC16a | ||
| Section A Receipts and payments | ||||
| Unrestricted funds Restricted funds Endowment funds Total funds |
Last year | |||
| to the nearest £ to the nearest £ to the nearest £ to the nearest £ |
to the nearest £ | |||
| A1 Receipts | ||||
| Jul-23 3,262 - 3,262 2,651 Aug-23 2,623 - 2,623 2,827 Sep-23 2,909 - 2,909 2,694 Oct-23 2,522 - 2,522 2,693 Nov-23 2,356 - 2,356 2,796 Dec-23 2,266 - 2,266 4,860 Jan-24 2,758 - 2,758 2,748 Feb-24 2,326 - 2,326 2,692 Mar-24 2,046 - 2,046 4,053 Apr-24 2,073 - 2,073 2,972 May-24 2,066 - 2,066 2,538 Jun-24 1,894 - 1,894 2,444 Sub total(Gross income for AR)29,102 - - 29,102 35,968 A2 Asset and investment sales, (see table). - - - - - - - - - ~~Sub total~~- - - - - Total receipts 29,102 - - 29,102 35,968 ~~LEE~~ |
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| A3 Payments | ||||
| Jul-23 Aug-23 Sep-23 Oct-23 Nov-23 Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 **Sub total ** |
3,249 - - 3,249 4,451 10,433 - - 10,433 6,449 18 - - 18 8,391 1,399 - - 1,399 4,058 7,048 - - 7,048 7,574 24 - - 24 633 7,294 - - 7,294 13,626 4,165 - - 4,165 3,056 1,718 - - 1,718 13,330 151 - - 151 15,419 10,509 - - 10,509 1,640 1,340 - - 1,340 4,876 47,348 - - 47,348 83,503 ~~a.~~ |
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| A4 Asset and investment purchases, (see table) - - - - - - - - Sub total - - - - - Total payments 47,348 - - 47,348 83,503 Net of receipts/(payments) - 18,246 - - - 18,246 - 47,535 A5 Transfers between funds - - - - - A6 Cash funds last year end 57,769 - - 57,769 105,304 Cash funds this year end 39,524 - - 39,524 57,769 ~~——————~~ ~~SSSSS~~ |
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| CCXX R1 accounts (SS) | 1 | 05/04/2025 |
| Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | Section B Statement of assets and liabilities at the end of the period | |
|---|---|---|---|
| Categories Signed by one or two trustees on behalf of all the trustees B1 Cash funds B2 Other monetary assets B4 Assets retained for the charity’s own use B5 Liabilities B3 Investment assets |
Paul Howells Signature Julia Wignall Details Opening Balance Movement for year Closing Balance Details Total cash funds (agree balances with receipts and payments account(s)) Details Details Land for Orphanage Buildings - Orphage 1 Buildings - Orphage 2 Brian house Peace house Details Ford Vehicle - purchase including repair ~~costs~~ |
Unrestricted funds Restricted funds to nearest £ to nearest £ 57,769 - - 18,246 - 39,524 - 39,524 - OK OK Unrestricted funds Restricted funds to nearest £ to nearest £ - - - - - - - - - - - - Fund to which asset belongs Cost (optional) 13,478 14,000 13,200 - - Fund to which asset belongs Cost (optional) 11,200 - - - - - - - - Fund to which liability relates Amount due (optional) - - - - - Print Name Julia Anne Wignall Paul Howells |
Endowment funds to nearest £ |
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| OK | |||
| Endowment funds to nearest £ |
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| Date of approval |
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| Julia Wignall | Julia Anne Wignall | 05-Apr-25 | |
| Paul Howells | Paul Howells | 05-Apr-25 |
CCXX R2 accounts (SS)
05/04/2025
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~~a~~
Independent examiner's report on the accounts Section A Independent Examiner’s Report Report to the trustees/ Isaacs House members of ~~a PF~~ On accounts for the year 30 June 2024 Charity no 1124542 ended (if any) ~~eeee ee~~ Set out on pages Cc16a Isaacs House Financial Year July 2023 to June 2024 (remember to include the page numbers of additional sheets) ~~PO~~
Respective The charity's trustees are responsible for the preparation of the accounts. responsibilities of The charity’s trustees consider that an audit is not required for this year trustees and examiner under section 144 of the Charities Act 2011 (the Charities Act) and that an independent examination is needed. It is my responsibility to:
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examine the accounts under section 145 of the Charities Act,
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to follow the procedures laid down in the general Directions given by the Charity Commission (under section 145(5)(b) of the Charities Act, and
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to state whether particular matters have come to my attention.
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Basis of independent My examination was carried out in accordance with general Directions given examiner’s statement by the Charity Commission. An examination includes a review of the accounting records kept by the charity and a comparison of the accounts presented with those records. It also includes consideration of any unusual items or disclosures in the accounts, and seeking explanations from the trustees concerning any such matters. The procedures undertaken do not provide all the evidence that would be required in an audit, and consequently no opinion is given as to whether the accounts present a ‘true and fair’ view and the report is limited to those matters set out in the statement below.
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Independent In connection with my examination, no matter has come to my attention
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examiner's statement 1. which gives me reasonable cause to believe that in, any material respect, the requirements:
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to keep accounting records in accordance with section 130 of the Charities Act; and
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to prepare accounts which accord with the accounting records and comply with the accounting requirements of the Charities Act
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have not been met; or
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to which, in my opinion, attention should be drawn in order to enable a proper understanding of the accounts to be reached.
Signed: John Michael Hagan Date: 5 April 2025 ~~a~~ Name: John Michael Hagan ~~Cn~~ Relevant professional CIMA retired qualification(s) or body (if any): ~~a~~
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March 2012
Address: 45 Melling Lane Maghull Merseyside L31 3DQ Section B Disclosure
Only complete if the examiner needs to highlight material problems.
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IER
March 2012
Give here brief details of any items that the examiner wishes to disclose .
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IER
March 2012